HoldingsChannel.com
Funds Holding PFXF

On this page, we present all of the funds holding PFXF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFXF, with a link to that fund's top holdings. The next columns indicate the amount of PFXF stock held by each of the funds holding PFXF, followed by the PFXF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 122 funds holding PFXF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding PFXF), click the fund name in the "Holder" column of the funds-holding-PFXF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC828,008$14,242 09/30/2022
     PFXF828,008$14,242 09/30/2022
Morgan Stanley806,728$13,876 09/30/2022
     PFXF806,728$13,876 09/30/2022
MY Wealth Management Inc.775,058$13,331 09/30/2022
     PFXF775,058$13,331 09/30/2022
Tanager Wealth Management LLP747,537$12,491 12/31/2022
     PFXF747,537$12,491 12/31/2022
Wells Fargo & Company MN577,324$9,930 09/30/2022
     PFXF577,324$9,930 09/30/2022
UBS Group AG523,394$9,002 09/30/2022
     PFXF523,394$9,002 09/30/2022
Procyon Private Wealth Partners LLC513,798$8,586 12/31/2022
     PFXF513,798$8,586 12/31/2022
Northern Oak Wealth Management Inc.358,699$6,170 09/30/2022
     PFXF358,699$6,170 09/30/2022
Advisor Group Holdings Inc.347,019$5,968 09/30/2022
     PFXF347,019$5,968 09/30/2022
Raymond James Financial Services Advisors Inc.343,099$5,901 09/30/2022
     PFXF343,099$5,901 09/30/2022
Sumitomo Mitsui Trust Holdings Inc.300,451$5,021 12/31/2022
     PFXF300,451$5,021 12/31/2022
Bank of America Corp DE248,556$4,275 09/30/2022
     PFXF248,556$4,275 09/30/2022
Royal Bank of Canada222,276$3,824 09/30/2022
     PFXF222,276$3,824 09/30/2022
Sound Income Strategies LLC192,811$3,222 12/31/2022
     PFXF192,811$3,222 12/31/2022
MML Investors Services LLC187,164$3,219 09/30/2022
     PFXF187,164$3,219 09/30/2022
Commonwealth Equity Services LLC176,740$3,039 09/30/2022
     PFXF176,740$3,039 09/30/2022
Wakefield Asset Management LLLP176,854$2,955 12/31/2022
     PFXF176,854$2,955 12/31/2022
Kestra Advisory Services LLC158,669$2,729 09/30/2022
     PFXF158,669$2,729 09/30/2022
Cambridge Investment Research Advisors Inc.154,422$2,656 09/30/2022
     PFXF154,422$2,656 09/30/2022
Texas Yale Capital Corp.145,713$2,506 09/30/2022
     PFXF145,713$2,506 09/30/2022
NTV Asset Management LLC143,850$2,474 09/30/2022
     PFXF143,850$2,474 09/30/2022
Lido Advisors LLC139,119$2,392 09/30/2022
     PFXF139,119$2,392 09/30/2022
Atria Wealth Solutions Inc.134,010$2,305 09/30/2022
     PFXF134,010$2,305 09/30/2022
Joseph P. Lucia & Associates LLC127,559$2,194 09/30/2022
     PFXF127,559$2,194 09/30/2022
Truist Financial Corp124,488$2,141 09/30/2022
     PFXF124,488$2,141 09/30/2022
Sheets Smith Wealth Management114,549$1,970 09/30/2022
     PFXF114,549$1,970 09/30/2022
Foundations Investment Advisors LLC102,910$1,720 12/31/2022
     PFXF102,910$1,720 12/31/2022
Plimoth Trust Co. LLC102,722$1,716 12/31/2022
     PFXF102,722$1,716 12/31/2022
Bard Financial Services Inc.101,310$1,693 12/31/2022
     PFXF101,310$1,693 12/31/2022
Envestnet Asset Management Inc.94,804$1,631 09/30/2022
     PFXF94,804$1,631 09/30/2022
Steward Partners Investment Advisory LLC92,541$1,592 09/30/2022
     PFXF92,541$1,592 09/30/2022
Northwestern Mutual Wealth Management Co.91,989$1,582 09/30/2022
     PFXF91,989$1,582 09/30/2022
Prospera Financial Services Inc86,015$1,479 09/30/2022
     PFXF86,015$1,479 09/30/2022
Future Financial Wealth Managment LLC83,724$1,399 12/31/2022
     PFXF83,724$1,399 12/31/2022
Stockman Wealth Management Inc.77,853$1,339 09/30/2022
     PFXF77,853$1,339 09/30/2022
O ROURKE & COMPANY Inc71,648$1,232 09/30/2022
     PFXF71,648$1,232 09/30/2022
Thrivent Financial for Lutherans71,010$1,219 09/30/2022
     PFXF71,010$1,219 09/30/2022
Tocqueville Asset Management L.P.69,300$1,192 09/30/2022
     PFXF69,300$1,192 09/30/2022
Signature Wealth Management Group67,848$1,134 12/31/2022
     PFXF67,848$1,134 12/31/2022
Ameriprise Financial Inc.65,798$1,125 09/30/2022
     PFXF65,798$1,125 09/30/2022
GWM Advisors LLC56,853$978 09/30/2022
     PFXF56,853$978 09/30/2022
Investors Research Corp56,531$972 09/30/2022
     PFXF56,531$972 09/30/2022
STA Wealth Management LLC55,028$946 09/30/2022
     PFXF55,028$946 09/30/2022
Stifel Financial Corp54,718$942 09/30/2022
     PFXF54,718$942 09/30/2022
Susquehanna International Group LLP49,959$859 09/30/2022
     PFXF49,959$859 09/30/2022
Mirae Asset Global Investments Co. Ltd.49,185$846 09/30/2022
     PFXF49,185$846 09/30/2022
Cypress Capital Group47,174$811 09/30/2022
     PFXF47,174$811 09/30/2022
Delta Capital Management LLC45,880$767 12/31/2022
     PFXF45,880$767 12/31/2022
RS Crum Inc.36,370$626 09/30/2022
     PFXF36,370$626 09/30/2022
Western Wealth Management LLC35,690$611 09/30/2022
     PFXF35,690$611 09/30/2022
Apriem Advisors31,750$546 09/30/2022
     PFXF31,750$546 09/30/2022
Castle Rock Wealth Management LLC32,439$544 09/30/2022
     PFXF32,439$544 09/30/2022
Wealth Alliance29,192$502 09/30/2022
     PFXF29,192$502 09/30/2022
Beaumont Financial Partners LLC27,933$480 09/30/2022
     PFXF27,933$480 09/30/2022
Kovack Advisors Inc.27,044$465 09/30/2022
     PFXF27,044$465 09/30/2022
HighTower Advisors LLC26,618$458 09/30/2022
     PFXF26,618$458 09/30/2022
Roman Butler Fullerton & Co.25,335$457 12/31/2022
     PFXF25,335$457 12/31/2022
Pinnacle Associates Ltd.25,045$438 12/31/2022
     PFXF25,045$438 12/31/2022
Essex LLC23,056$397 09/30/2022
     PFXF23,056$397 09/30/2022
Janney Montgomery Scott LLC20,167$347 09/30/2022
     PFXF20,167$347 09/30/2022
Marshall Financial Group LLC19,572$337 09/30/2022
     PFXF19,572$337 09/30/2022
Raymond James & Associates19,399$334 09/30/2022
     PFXF19,399$334 09/30/2022
IFP Advisors Inc16,337$314 09/30/2022
     PFXF16,337$314 09/30/2022
Grandview Asset Management LLC18,249$305 12/31/2022
     PFXF18,249$305 12/31/2022
Citadel Advisors LLC17,513$301 09/30/2022
     PFXF17,513$301 09/30/2022
Orleans Capital Management Corp LA17,300$298 09/30/2022
     PFXF17,300$298 09/30/2022
Stratos Wealth Partners LTD.17,651$295 12/31/2022
     PFXF17,651$295 12/31/2022
Accel Wealth Management17,351$290 12/31/2022
     PFXF17,351$290 12/31/2022
Mainstay Capital Management LLC ADV16,758$288 09/30/2022
     PFXF16,758$288 09/30/2022
Beaumont Financial Advisors LLC16,865$282 12/31/2022
     PFXF16,865$282 12/31/2022
Stock Yards Bank & Trust Co.16,200$279 09/30/2022
     PFXF16,200$279 09/30/2022
Stonebridge Financial Planning Group LLC15,285$255 12/31/2022
     PFXF15,285$255 12/31/2022
First Wilshire Securities Management Inc.14,286$246 09/30/2022
     PFXF14,286$246 09/30/2022
Romano Brothers AND Company14,215$238 12/31/2022
     PFXF14,215$238 12/31/2022
Advisors Asset Management Inc.13,727$236 09/30/2022
     PFXF13,727$236 09/30/2022
Geneos Wealth Management Inc.13,689$235 09/30/2022
     PFXF13,689$235 09/30/2022
Cetera Advisor Networks LLC12,570$216 09/30/2022
     PFXF12,570$216 09/30/2022
Bank of New York Mellon Corp12,513$215 09/30/2022
     PFXF12,513$215 09/30/2022
SeaCrest Wealth Management LLC12,361$213 09/30/2022
     PFXF12,361$213 09/30/2022
MUFG Americas Holdings Corp11,610$200 09/30/2022
     PFXF11,610$200 09/30/2022
Gould Asset Management LLC CA11,420$196 09/30/2022
     PFXF11,420$196 09/30/2022
Staley Capital Advisers Inc.11,300$194 09/30/2022
     PFXF11,300$194 09/30/2022
Sigma Planning Corp11,424$191 12/31/2022
     PFXF11,424$191 12/31/2022
Dynamic Advisor Solutions LLC11,343$190 12/31/2022
     PFXF11,343$190 12/31/2022
Summit Financial Group Inc.10,420$174 12/31/2022
     PFXF10,420$174 12/31/2022
Running Point Capital Advisors LLC10,000$172 09/30/2022
     PFXF10,000$172 09/30/2022
Capital Investment Advisory Services LLC9,264$159 09/30/2022
     PFXF9,264$159 09/30/2022
Fifth Third Bancorp7,500$125 12/31/2022
     PFXF7,500$125 12/31/2022
Prudential PLC6,800$117 09/30/2022
     PFXF6,800$117 09/30/2022
The PNC Financial Services Group Inc.6,190$106 09/30/2022
     PFXF6,190$106 09/30/2022
Coastal Investment Advisors Inc.5,452$94 09/30/2022
     PFXF5,452$94 09/30/2022
Private Trust Co. NA5,480$92 12/31/2022
     PFXF5,480$92 12/31/2022
Rockefeller Capital Management L.P.4,740$81 09/30/2022
     PFXF4,740$81 09/30/2022
Worth Asset Management LLC4,184$70 12/31/2022
     PFXF4,184$70 12/31/2022
Bank of Montreal Can3,200$58 09/30/2022
     PFXF3,200$58 09/30/2022
Parallel Advisors LLC3,132$54 09/30/2022
     PFXF3,132$54 09/30/2022
US Bancorp DE3,000$52 09/30/2022
     PFXF3,000$52 09/30/2022
Financial Advisory Service Inc.3,046$52 09/30/2022
     PFXF3,046$52 09/30/2022
Citigroup Inc.2,689$46 09/30/2022
     PFXF2,689$46 09/30/2022
Hazlett Burt & Watson Inc.2,500$42 12/31/2022
     PFXF2,500$42 12/31/2022
Qube Research & Technologies Ltd2,031$35 09/30/2022
     PFXF2,031$35 09/30/2022
Blair William & Co. IL2,000$34 09/30/2022
     PFXF2,000$34 09/30/2022
Retirement Group LLC1,881$32 09/30/2022
     PFXF1,881$32 09/30/2022
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,490$25 09/30/2022
     PFXF1,490$25 09/30/2022
Benjamin F. Edwards & Company Inc.1,177$20 09/30/2022
     PFXF1,177$20 09/30/2022
Key Financial Inc1,000$17 12/31/2022
     PFXF1,000$17 12/31/2022
First Manhattan Co.1,000$17 09/30/2022
     PFXF1,000$17 09/30/2022
Wolff Wiese Magana LLC991$17 09/30/2022
     PFXF991$17 09/30/2022
Crewe Advisors LLC950$16 09/30/2022
     PFXF950$16 09/30/2022
Investors Asset Management of Georgia Inc. GA ADV800$14 09/30/2022
     PFXF800$14 09/30/2022
Harbour Investments Inc.525$10 09/30/2022
     PFXF525$10 09/30/2022
Raleigh Capital Management Inc.510$9 09/30/2022
     PFXF510$9 09/30/2022
Signaturefd LLC450$8 12/31/2022
     PFXF450$8 12/31/2022
West Branch Capital LLC505$8 12/31/2022
     PFXF505$8 12/31/2022
Beacon Capital Management LLC490$8 12/31/2022
     PFXF490$8 12/31/2022
Van ECK Associates Corp485$8 09/30/2022
     PFXF485$8 09/30/2022
Piershale Financial Group Inc.300$5 12/31/2022
     PFXF300$5 12/31/2022
Creative Financial Designs Inc. ADV190$3 09/30/2022
     PFXF190$3 09/30/2022
Proequities Inc.145$2 12/31/2022
     PFXF145$2 12/31/2022
Gradient Investments LLC121$2 12/31/2022
     PFXF121$2 12/31/2022
Accurate Wealth Management LLC77$1 12/31/2022
     PFXF77$1 12/31/2022
FMR LLC2$0 09/30/2022
     PFXF2$0 09/30/2022
Tower Research Capital LLC TRC 19$0 09/30/2022
     PFXF19$0 09/30/2022

See Summary: Institutional Holders of PFXF
See Details: Top 10 Hedge Funds Holding PFXF
Also See: PFXF Holdings Changes

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